March 8, 2018

Daniel Roe, Chief Investment Officer of Columbus-based Budros, Ruhlin & Roe, Inc. has been named to Forbes Magazine’s inaugural list of America’s Best-in-State Wealth Advisors. The list ranked over 2,000 advisors in the United States and Dan was ranked number 7 in the state of Ohio.

Roe joined Budros, Ruhlin & Roe in 1996 and is a Certified financial Planner® certificant; he has been in the financial services industry for more than 30 years. He has been profiled in Barron’s, The Wall Street Journal and Morningstar Advisor magazine and is widely quoted in the national print media and on leading financial social media sites. He also authors the firm’s Market Outlook and created the firm’s “5 Minutes on the Markets” multimedia presentations.

“It’s an honor to be ranked on the Forbes list for our great state of Ohio,” said Roe. “The recognition is really a reflection of our entire team’s collaborative approach.”

Founded in 1979, Budros, Ruhlin & Roe sets itself apart from other wealth management firms through its independent, fee-only structure and its disciplined financial planning and investment strategies.

“Each client is unique and requires a personalized approach to meet their goals. And this is something we’ve been doing for nearly 40 years,” added Roe.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.